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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,977 | $165,399+71.1% | $149,745+89.0% | $158,982+78.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.81% | 348.34%-335.5pp | 276.72%-263.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $9,352 | $5,105+83.2% | $4,646+101.3% | $4,763+96.3% |
| Participant deferral / active EE | $18,533 | $7,183+158.0% | $6,843+170.8% | $5,983+209.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |